Lawmatics + Trustate

Lawmatics + Trustate integrations

Import new Lawmatics matters into Trustate automatically when matters are added

Streamline your legal practice management with this efficient workflow. When a new matter is added in Lawmatics, this automation instantly imports the matter into Trustate. This not only saves time but also ensures consistent data across both platforms, giving you a cohesive client management solution. Boost your productivity and keep your focus where it matters most - serving your clients.

When this happens...
Matter AddedTriggers when a Matter is created.
TriggerPolling
automatically do this!
Import MatterImports a new Matter in the system.
ActionWrite

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More things you can do with Lawmatics and Trustate

Discover other triggers and actions you can use with Lawmatics and Trustate

Matter Converted
Triggers when a PNC Matter is converted.
Trigger
Polling
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Contact Created
Triggers when a Contact is created.
Trigger
Polling
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Custom Form Added
Triggers when a Custom Form is added.
Trigger
Polling
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Matter Added
Triggers when a Matter is created.
Trigger
Polling
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- Event Name
  Required
- All Day
  Required
- Start Date
  Required
- End Date
  Required
- Attendee Type
  Required
- Attendee ID
  Required
- Description
  Required
- Reminder period
- Reminder unit
Action
Write

- First Name
  Required
- Last Name
- Email
- Phone
- Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Note
Action
Write
- First Name
  Required
- Last Name
- Company Name
- Email
- Phone
- Title
- Case Blurb
- Case Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Actual Value in Cents
- Estimated Value in Cents
- Lead Cost in Cents
Action
Write

- Id
  Required
- First Name
  Required
- Last Name
- Email
- Phone
- Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Note
- Tag
Action
Write
- Search Type
  Required
- Value
  Required
Action
Search
- Search Type
  Required
- Value
  Required
Action
Search
- ID
  Required
Action
Search

Appointment Created
Triggers when an Appointment is created.
Trigger
Polling
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- Custom Form
  Required
Trigger
Polling
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New Note Created
Triggers when a new Note is created.
Trigger
Polling
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Matter Updated
Triggers when a Matter is updated.
Trigger
Polling
Try It
- Company Name
  Required
- Company Email
- Company Phone
- Company Street
- Company Street 2
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Point of Contact
Action
Write
- Custom Form
  Required
Action
Write
- Id
  Required
- Company Name
  Required
- Company Email
- Company Phone
- Company Street
- Company Street 2
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Point of Contact
- Company Notes
Action
Write
- Id
  Required
- First Name
  Required
- Last Name
- Email
- Phone
- Title
- Case Blurb
- Case Title
- Street
- Street 2
- City
- State
- Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Actual Value in Cents
- Estimated Value in Cents
- Lead Cost in Cents
- Note
Action
Write
- Search Type
  Required
- Value
  Required
Action
Search
- ID
  Required
Action
Search
- Display First Name
  Required
- Display Last Name
  Required
- External ID
- Client First Name
- Client Last Name
- Client Email Address
- Client Phone Number
- Client Date Of Birth
- Client Address Street
- Client Address City
- Client Address State
- Client Address Zip Code
- Decedent First Name
- Decedent Last Name
- Decedent Date Of Birth
- Decedent Date Of Death
- Decedent Last Address Street
- Decedent Last Address City
- Decedent Last Address State
- Decedent Last Address Zip Code
- Trust Name
- Trust Date
- Is Grantor Trust?
- Is Revocable Trust?
- Ward First Name
- Ward Last Name
- Ward Date Of Birth
- Ward Address Street
- Ward Address City
- Ward Address State
- Ward Address Zip Code
Action
Write

About Lawmatics

Lawmatics is an AI-powered legal CRM and marketing automation platform that converts leads into clients and scales law firm growth.

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About Trustate

Trustate is an automated estate operations platform that streamlines and simplifies the trust and estate administration and trust funding processes.

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Productivity